Nova Export a finance report
Turn any Finance Analytics report into a CSV or spreadsheet file with the filters you have set, then download it from the page or from the export center.
In the sidebar, open Reports, then Receivables, then A/R Summary. The page address is /insights/finance/accounts-receivable. Every finance report page has the same export controls: on overview pages they sit under Operator actions; on the detail lists they sit in the toolbar above the table.
Before you start
- Your admin has to give your role permission to view finance reporting and to create exports. Downloading needs the download permission too. Without these the Export button is greyed out or shows a permission message.
- An export uses the filters on the page at the moment you press the button. Set the date range, branch, account and currency first.
Steps
- Set the filters so the page shows exactly what you want in the file.
- In the format list next to Export, choose CSV or XLSX. Overview pages also offer JSON.
- Press Export. The button reads Queueing... for a moment, then a message confirms the export has been queued and names the run.
- Wait a little, then refresh the page. Once the file is ready, Download latest appears next to Export.
- Press Download latest. The file saves to your device.
- To see every export you have run, or one that has not appeared yet, press Export center, then open the Export jobs tab. See Export your data from Nova.
What you see
- Download latest always fetches the newest finished export for this report, not necessarily the one you just queued. Check the date range inside the file if you have run several.
- On A/R Detail, Invoice Detail and Payment Detail, the export includes your search text and sort order as well as the filters.
- On the detail lists, Print is next to Export for a paper copy of what is on screen.
- If more than one currency is in scope, the export keeps each currency's totals apart.
If something looks different
- Export is greyed out or says you do not have permission: ask your admin for the export permission.
- Download latest never appears: the export is still running, or your role cannot download. Open Export center, then Export jobs, to check.
- A message says the export could not be queued: the date range may be invalid. Fix the dates and try again.